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The AI strategy for decision-makers and managers

Business excellence for decision-makers & managers by and with Sanjay Sauldie

AIROI - Artificial Intelligence Return on Invest: The AI strategy for decision-makers and managers

AIROI - Artificial Intelligence Return on Invest: The AI strategy for decision-makers and managers

Start » AI Tool Check: How Decision Makers Test Successful AI Tools
15 March 2026

AI Tool Check: How Decision Makers Test Successful AI Tools

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How do executives actually recognize which intelligent systems truly create value and which remain merely expensive gimmicks?

This question currently concerns countless decision-makers in companies of all sizes. The market for intelligent solutions is growing rapidly. Every day, new providers appear with tempting promises. However, not every tool lives up to its promises. A structured approach is crucial to ensure the success of intelligent solutions. AI Toolcheck This helps to separate the wheat from the chaff. Decision-makers need clear criteria and proven methods. Only then can they make informed investment decisions. This article presents proven strategies. It provides concrete recommendations for evaluation. Practical applicability is the primary focus.

Why a systematic AI tool check has become indispensable

Investments in intelligent technologies are continuously increasing. At the same time, many companies report on failed projects [1]. The reasons for this are manifold. Often there is a lack of a structured approach to selection. Sometimes the expectations do not match reality. In other cases, the tool simply does not fit the corporate culture.

Decision-makers face a special challenge. They must combine technological complexity with business requirements. This requires both expertise and strategic thinking. A well-thought-out approach can help in this regard. It reduces risks and significantly increases the probability of success.

There are interesting developments taking place in the manufacturing industry. Companies are deploying intelligent systems for quality control. For example, an automotive supplier uses image recognition systems to detect errors. A machine builder is automating its maintenance planning using predictive models. An electronics manufacturer is optimizing its production processes through real-time analytics. These use cases illustrate the wide range of possibilities.

The five core phases of a successful evaluation process

A thorough evaluation ideally takes place in several sequential steps. This structure enables a holistic view. It prevents hasty decisions and blind spots. Each phase provides important insights for the next one.

In the first phase, the focus is on the needs analysis. Decision-makers should first define their specific requirements. What problems are to be solved? What processes can be improved? What resources are available? These questions form the basis.

The second phase involves market research. Here, potential providers are identified and pre-selected. Industry-specific solutions deserve special attention. A logistics company requires different functions than a financial service provider. A healthcare provider, in turn, has completely different requirements. Industry alignment plays a central role.

Phase three focuses on pilot projects and testing scenarios. This is where we see whether theoretical promises hold up in practice. Small, manageable test environments provide valuable insights. They allow for risk-free experimentation and rapid learning.

Integration and scalability as key factors in the AI tool check

The fourth phase considers integration capabilities and scalability potential. A tool may prove effective in the pilot project. But what about its implementation across the enterprise? What interfaces are available? How is it connected to existing systems?

In retail, typical challenges arise here. A fashion retailer wanted to introduce a recommendation system. Connecting it to the inventory management system proved complex. A food company had similar experiences with demand forecasting. A furniture store struggled with integrating it into its online store. These examples illustrate the importance of the integration phase.

The fifth phase involves economic evaluation. Decision-makers must realistically assess costs and benefits. Not only license costs play a role; implementation costs, training, and ongoing maintenance must also be taken into account. Hidden costs also deserve attention [2].

Best practice with a AIROI customer

A medium-sized company in the manufacturing sector faced an important decision. The management wanted to introduce an intelligent system for production optimization. Three different providers had presented their solutions. All promised significant efficiency improvements and cost savings. As part of the transruptive support, we developed a structured evaluation process. First, we jointly defined the concrete requirements and success criteria. Subsequently, we organized parallel testing phases with all three providers. Each system was tested under realistic conditions. We paid special attention to user friendliness and integration capabilities. Employees were involved in the process early on. Their feedback was directly incorporated into the evaluation. After eight weeks, a clear result was in sight. One of the providers met the requirements significantly better than the others. The systematic approach helped to make a well-informed decision. The company reports today of noticeably improved processes.

Technical evaluation criteria for informed decisions

In the technical evaluation, decision-makers should consider several dimensions. Data quality and data availability form the foundation. Without appropriate data, even the most sophisticated system remains ineffective. Therefore, the data landscape must first be analyzed.

In the financial sector, this aspect plays a particularly important role. A bank wanted to implement a fraud detection system. The historical transaction data had to be prepared first. An insurance company faced similar challenges in predicting claims. A wealth manager needed clean market data for its portfolio model. These examples show the central importance of the data base.

In addition to data, algorithms and models play an important role. Decision-makers should understand how a system arrives at its results. Transparency and explainability are gaining increasing importance [3]. Regulatory requirements further strengthen this trend.

The security architecture also deserves special attention. How are sensitive data protected? Where is the processing taking place? What certifications are in place? These questions should be clarified early on.

Taking human factors into account in the AI tool check

Technical excellence alone does not guarantee success. Acceptance by employees is crucial for project success. A system must be accepted by the users. Otherwise, its potential remains untapped.

In healthcare, these connections are particularly evident. One hospital implemented a diagnostic system. The doctors initially had a skeptical attitude towards the technology. However, intensive training and transparent communication changed this. One nursing facility made similar experiences with a documentation system. A pharmaceutical company learned the importance of employee involvement in research automation.

Change management is therefore part of the evaluation process. Decision-makers should consider early on how to address concerns. Communication strategies and training concepts deserve attention. Engaging multipliers can facilitate change.

Typical stumbling blocks and how to avoid them

Many companies make similar mistakes when evaluating projects. These can often be avoided through knowledge and preparation. A conscious approach to typical risks significantly increases the chances of success.

A common mistake is overestimating technology. Intelligent systems can support many things. They can provide impulses and improve processes. However, they do not replace fundamental strategic decisions. Realistic expectations are therefore essential.

In the educational sector, we encounter such situations regularly. A university wanted to introduce a learning system. The expectations regarding personalization were excessive. A school district overestimated the possibilities in performance prediction. A continuing education provider had unrealistic ideas regarding automation.

Another stumbling block is the neglect of operating costs. The initial investment only accounts for a portion of the total costs. Ongoing license fees accumulate over the years. Maintenance and updates require continuous resources. Therefore, an overall cost assessment is essential.

Best practice with a AIROI customer

A service company had already experienced several failed technology projects. The frustration among decision-makers was palpable. In the transruptive support phase, we first analyzed the previous failures. We identified several recurring patterns. The requirements analysis had been too superficial in the past. Pilot phases were set too short and conducted under unrealistic conditions. Employee involvement was always too late and not taken seriously. Based on these findings, we developed an improved evaluation process. We established clear milestones and decision points. Each phase received defined success criteria and responsibilities. The next project proceeded much more structured and successfully. The organization has since fundamentally changed its approach. Decision-makers report a significantly higher level of confidence in technology investments. The systematic approach has now become an integral part of the company culture.

future-proofing and supplier choice

When selecting a provider, decision-makers should also consider long-term perspectives. The market is changing rapidly. Providers come and go. Dependence on a single service provider carries risks.

In the energy sector, these considerations are particularly evident. One utility relies on modular solutions with open interfaces. One grid operator emphasizes standardized data formats. One electricity provider prefers solutions with an active developer community. These strategic considerations deserve attention.

The evaluation of the provider substance is also included. How long has the company been in existence? What is the financial situation? What references can be provided? This information helps with the risk assessment [4].

Plan continuous development after the AI tool check

Evaluation does not end with the purchase decision. Intelligent systems require continuous maintenance and adaptation. Models can lose accuracy over time. Regular checks are therefore necessary.

In the transportation sector, these requirements are particularly evident. A freight forwarder regularly reviews its route optimization. An airport operator continuously adjusts its capacity planning. A shipping company updates its demand forecasts quarterly. These examples illustrate the importance of follow-up work.

Decision-makers should plan resources for further development from the outset. Employee training must be updated regularly. Technical adjustments require competent personnel. A sustainable operation requires long-term planning.

My AIROI Analysis

The evaluation of intelligent systems presents decision-makers with complex challenges. It is no longer sufficient to rely on manufacturer promises. A structured approach has become indispensable. The phases presented provide a helpful guide. They enable a holistic view of all relevant dimensions.

The connection between technical and human factors seems particularly important to me. Many projects fail not because of technology; they fail because of a lack of acceptance or unrealistic expectations. A successful evaluation process takes both sides into account.

The examples from various industries demonstrate the diversity of application possibilities. At the same time, they highlight the industry-specific peculiarities. What works in one context may not fit elsewhere. Therefore, individual adjustments are always necessary.

For the future, I expect further professionalization of evaluation processes. Companies are increasingly developing their own competencies in this area. External guidance can provide valuable insights. It brings together experiences from different contexts.

Decision-makers who invest in structured evaluation skills today create competitive advantages. They make better decisions and avoid costly misinvestments. Transruptive coaching can support such projects along the way. It provides a framework for informed and sustainable technology decisions.

Further links from the text above:

[1] McKinsey – The State of AI

[2] Harvard Business Review – Artificial Intelligence

[3] Gartner – Artificial Intelligence Insights

[4] IDC – Global ICT Spending Forecast

For more information and if you have any questions, please contact Contact us or read more blog posts on the topic Artificial intelligence here.

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